A rule I use to guide me through life is to help others however I can. With five years of industry experience and a diploma in Personal Financial Planning, I am fortunate to help clients daily by offering guidance and strategies to help their dreams become reality. As a financial advisor with Edward Jones, I work closely with clients who are serious about achieving their financial goals and use an established process to create a plan which is attainable and flexible. Most importantly, it is a plan that focuses on what is most important to you - the client.
Regardless of where you are in life, it is important to have a financial strategy in place. The strongest plans are those where you check your progress and make adjustments as needed - and that is why I am here. Plans for retirement, post-secondary education, emergencies or protecting your business all seem intimidating but with my guidance we will partner to create a personalized strategy to meet those needs.
Edward Jones is new to Grand Falls - Windsor and my office is perfectly centered to serve clients in any of the surrounding areas with the flexibility to meet when and where is convenient for you. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a financial strategy that encompasses your full financial picture.
I was born and raised in Grand Falls-Windsor and was fortunate to return in 2017 to be closer to my family. Since coming home I have married the love of my life, Robert, and together we have four dogs and a horse. We love to spend time with family as well as camping, fishing, hiking and sailing but my favourite place to be is at the barn. Since moving home I have been watching my dreams materialize and I look forward to working with clients to show them that they too can have the life they dream of.
If you are interested in learning more about how I can help you achieve your goals and live the life you're dreaming of please call me.
My Personal Interests
- Horseback Riding